The data industry has arrived at a pivotal juncture that echoes the themes we’ve charted in previous Breaking Analysis episodes, from The Sixth Data Platform through The Yellow Brick Road to Agentic ...

Three main pressure points are transforming the modern data landscape: 1) Increased interest in adopting open table formats to allow any compute to operate on any data; 2) The point of control is ...

Snowflake and Databricks are surely similar companies. While each positions itself a bit differently, both provide data storage, processing and governance in a cloud context. Both are holding customer ...

Databricks’ acquisition of Tabular puts new pressure on competitors such as Snowflake and Confluent as cloud data management rises in importance as a technology necessary for AI initiatives. Last week ...

Want smarter insights in your inbox? Sign up for our weekly newsletters to get only what matters to enterprise AI, data, and security leaders. Subscribe Now Montana-based Snowflake, a company known ...

Jefferies believes the the gap between Databricks and Snowflake (SNOW) is narrowing. Databricks announced over 60% year-over-year growth in Q3 versus Snowflake’s 28% and an over $3B fiscal 2025 exit ...

Well-funded software maker Databricks, a rival of SnowflakeSNOW, released new financial data on Wednesday, saying it expects to generate $3.7 billion in annualized revenue by July, a growth rate of 50 ...

Snowflake's recent quarterly results show slowing revenue growth but strong forward-looking indicators, including a net revenue retention rate of 127% and significant free cash flow. The company is ...